Firethorn Wealth Partners’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Firethorn Wealth Partners’s Portfolio LQD Stock Details LQD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,183	Closed	-$352K	–	158
2023 Q4	$352K	Buy	3,183 +1,188	+60%	+$124K	0.23%	86
2023 Q3	$203K	Buy	+1,995	New	+$210K	0.16%	108
2021 Q2	–	Sell	-5,016	Closed	-$652K	–	137
2021 Q1	$652K	Sell	5,016 -9,010	-64%	-$1.2M	0.61%	43
2020 Q4	$1.94M	Buy	+14,026	New	+$1.91M	2.09%	10

Other funds holding LQD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NYL Investors New York $261M AUM 5.93% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Firethorn Wealth Partners's LQD Position: Q1 2024 in Review

Firethorn Wealth Partners sold out of iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) in Q1 2024, closing a stake of 3,183 shares — an estimated $352K sold.

Firethorn Wealth Partners first reported a position in LQD in Q4 2020 and held it in 4 quarters. The position peaked at $1.94M in Q4 2020. 1,054 funds tracked by Wall St. Rank hold LQD as of Q1 2024.

Firethorn Wealth Partners reported no remaining iShares iBoxx $ Investment Grade Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Firethorn Wealth Partners sold 3,183 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q1 2024, an estimated $352K.
Firethorn Wealth Partners first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Firethorn Wealth Partners's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $1.94M in Q4 2020.
1,054 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q1 2024.

Based on Firethorn Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.